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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $49,549 | $72,071-31.3% | $68,368-27.5% | $137,256-63.9% |
| Participation rate | 55.6% | 76.2%-20.7pp | 73.8%-18.2pp | 80.0%-24.4pp |
| Annual return | 18.28% | 353.14%-334.9pp | 292.57%-274.3pp | 220.34%-202.1pp |
| Employer contribution / active EE | $1,331 | $2,788-52.3% | $2,649-49.8% | $4,156-68.0% |
| Participant deferral / active EE | $3,009 | $4,410-31.8% | $4,123-27.0% | $6,407-53.0% |
| Admin fee / account holder | $1,866 | $5,336-65.0% | $5,150-63.8% | $12,270-84.8% |